360 Questionnaire

Getting to know you and your priorities within your business by seeing where Whitehill Keir can assist you.

This review is for you, and to see what is most important to you. Simply fill this out and one of our friendly team will be back in touch to discuss further and book in an initial consultation.

Businessman working on his laptop and holding a paper

Getting to know your business

What are your top three challenges you expect to face in the next 12 months(Required)

Risk management

Which of these do you consider to be significant risks (select all that apply)(Required)

Succession & exit strategies

How ready is your business for sale or your exit? (select all that apply)(Required)

Estate planning

Do you have adequate plans in place for the following:(Required)

Wealth creation


General Information